BB&T Investment Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

BB&T Investment Services’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$63K	Buy	1,208 +538	+80%	+$27.9K	0.01%	520
2017 Q3	$35K	Buy	670 +88	+15%	+$4.59K	0.01%	587
2017 Q2	$30K	Buy	+582	New	+$30.4K	0.01%	571

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

BB&T Investment Services's LMBS Position: Q4 2017 in Review

BB&T Investment Services increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 80% in Q4 2017, buying an estimated $27.9K and bringing the position to 1,208 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #520.

BB&T Investment Services first reported a position in LMBS in Q2 2017 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold LMBS as of Q4 2017.

BB&T Investment Services held 1,208 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $63K as of Q4 2017.
BB&T Investment Services bought 538 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2017, an estimated $27.9K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #520 holding.
BB&T Investment Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2017 and has held it in 3 quarters since.
106 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.